Moment welcomes Jason Broder, founder of SIMON, as strategic advisor
Moment, the AI partner for investment management, announces today that Jason Broder, founder and former CEO of SIMON, has become a strategic advisor to the company's leadership. Broder founded SIMON in 2012 while at…
Founder and former CEO of SIMON and iCapital executive will advise Moment's leadership as Moment brings AI to wealth management firms
NEW YORK, Nov. 3, 2026 /PRNewswire/ -- Moment, the AI partner for investment management, announces today that Jason Broder, founder and former CEO of SIMON, has become a strategic advisor to the company's leadership.
Broder founded SIMON in 2012 while at Goldman Sachs, where it became the first technology platform to deliver structured investments to the desktops of financial advisors. In 2018, he led SIMON's spin-off into an independent company backed by a consortium of banks. By 2021, the platform was used by more than 100,000 financial professionals across the country. Broder served as SIMON's CEO until its acquisition by iCapital in 2022, subsequently serving as iCapital's Chief Product Officer. Earlier in his career, he spent 17 years at Goldman Sachs, ultimately becoming a Managing Director and Head of the Private Investor Product Group.
"Moment is at the frontier in wealth management. They combine next-generation infrastructure with AI that drives real growth and ROI for their clients," said Broder. "I've never seen a firm who delivers this quickly with such flawless execution — their clients love it."
"Jason is one of the few people in wealth management that understands what it takes to change the industry," said Dylan Parker, co-founder and CEO of Moment. "I've admired his work for years, and we couldn't be more excited to have him with us."
About Moment
Moment is the AI partner for investment management. Moment builds a single platform for investment management, with AI agents that work alongside advisors and operations teams. Moment works with institutions that together oversee more than $10 trillion in assets and more than 60,000 financial advisors. Moment is headquartered in New York and backed by Andreessen Horowitz and Index Ventures. Learn more at moment.com.
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SOURCE Moment Technology, Inc.
